Matt has been advising clients and helping them manage their finances since 2007. He enjoys helping clients fully understand what it will take to reach their goals, and helping them develop comprehensive plans with which to pursue them. Clients can always rely on Matt to help make the complexities of financial planning and investing easier to understand. Before joining Raymond James in 2015, he worked as a financial advisor at Edward Jones. Prior to Edward Jones, Matt worked as an internal wholesaler at Putnam Investments.
Matt has achieved the designation of CERTIFIED FINANCIAL PLANNERTM professional, which required him to complete the rigorous CFP® certification process. To maintain the CFP® designation, Matt must continue to meet ongoing certification renewal requirements. To become an Accredited Asset Management SpecialistSM (AAMS®) designee, Matt completed a rigorous course of study, passed an examination that demonstrated his ability to synthesize complex concepts and apply theoretical concepts to real-life financial situations, and agreed to adhere to standards of professional conduct. Each designation helps to show the depth of expertise clients can expect from Matt.
A native Texan, Matt is a graduate of Lubbock Christian University, where he earned a bachelor in business administration and finance. Today, Matt is active in the community and is a board member of the Belton Chamber of Commerce and a board member of the Belton Educational Enrichment Foundation.
Matt and his wife, Laci, have two children and attend Belton Church of Christ. For fun and relaxation, Matt enjoys spending time with his family, hunting, and watching and participating in sports.